Auto-Assign Subcontractor
Automatically assign electrical jobs to qualified subcontractors based on location, certifications, workload, and availability. Eliminate manual scheduling bottlenecks and ensure every project gets matched with the right electrician instantly.
When
New Electrical Job Created
Then
Subcontractor Auto-Assigned and Notified
3 hours daily
Time Saved
60% faster job starts
ROI Impact
Auto-assigning subcontractors works by automatically matching incoming jobs with qualified contractors based on predefined criteria including location proximity, certification requirements, current availability, workload capacity, and specialty skills. When a job is created, the system instantly analyzes these factors and assigns the best-matched subcontractor while sending automated notifications
How This Automation Works
New Electrical Job Created → Subcontractor Auto-Assigned and Notified
Job Request Captured with Requirements
New electrical job enters the system with all details including location coordinates, scope of work, required certifications (master electrician, specific safety training), complexity level, urgency status, estimated hours, and any special equipment needs. Customer information and site access details are automatically attached.
Eligible Subcontractors Identified
The system queries your subcontractor database to identify all contractors who match the job requirements. It filters based on active status, valid licenses and certifications, geographic service area, and specialty qualifications. Only contractors meeting all mandatory criteria proceed to availability checking.
Availability and Capacity Checked
For each eligible subcontractor, the system checks their real-time availability calendar, current job commitments, workload capacity limits, and scheduled time off. It calculates whether they have sufficient capacity to complete the job within the required timeframe while considering travel time and existing assignments.
Best Match Selected Using Business Rules
Among available contractors, the system applies your predefined business rules to select the optimal assignment. This may include factors like rotation fairness, performance ratings, proximity to maximize efficiency, specialty expertise matching, or preferred contractor status. Tie-breaking rules ensure consistent decision-making.
Subcontractor Notified with Job Package
The selected subcontractor receives instant notification via their preferred channel (mobile app, SMS, email) containing complete job details, customer information, site location with navigation link, required materials list, safety requirements, timeline expectations, and documentation needed. They can accept or decline with one tap.
Assignment Confirmed and Stakeholders Updated
Upon acceptance, the assignment is locked in the system, the subcontractor's calendar is automatically updated, the customer receives confirmation with contractor details and ETA, and project managers get status updates. If declined, the system immediately loops back to reassign the next best match without manual intervention.
How It Works
Managing multiple electrical subcontractors across jobs becomes overwhelming when assignments are handled manually. This intelligent assignment system analyzes incoming job requirements—including scope, location, required certifications, and complexity—then automatically matches them with the most qualified and available subcontractor. The system checks real-time availability calendars, verifies license status, considers current workload capacity, and factors in proximity to job sites. When a match is found, the subcontractor receives instant notification with all job details, while project managers get automatic updates on assignment status. For situations where multiple subcontractors qualify, the system uses predefined rules like rotation schedules, performance ratings, or specialization priorities to ensure fair distribution and optimal resource utilization. This eliminates the back-and-forth of manual coordination, reduces response times from hours to seconds, and ensures no qualified contractor sits idle while jobs wait for assignment.
The Trigger
When a new electrical service request, work order, or project is created in your job management system with defined requirements including location, scope of work, required certifications, and urgency level
The Action
The system analyzes job requirements against subcontractor profiles, checks availability calendars, verifies certifications, evaluates current workload, and automatically assigns the best-matched contractor while sending instant notifications with job details and required documentation
Common Use Cases in Electrical
- Emergency electrical service calls requiring immediate dispatch to the nearest qualified emergency-certified electrician within a 20-mile radius
- Commercial electrical installations assigned based on commercial license requirements, project size experience, and specialty certifications like fire alarm or data cabling
- Residential service requests distributed fairly across multiple residential electricians using round-robin rotation while considering their current workload
- Industrial maintenance contracts where jobs automatically route to contractors pre-approved and trained for specific facility requirements and safety protocols
- New construction projects assigned to subcontractors with relevant experience in similar building types and capacity to handle multi-week commitments
- Code violation corrections requiring master electrician certification matched with contractors who have inspection experience and availability for priority scheduling
- Multi-location chain store electrical work assigned to contractors based on geographic territories and experience with retail environments
- Solar panel installation jobs routed to electricians with NABCEP certification and documented solar experience, considering current project pipeline
Results You Can Expect
Eliminate Assignment Delays
Remove the manual coordination bottleneck where managers spend hours calling contractors, checking availability, and negotiating schedules. Jobs get assigned in seconds instead of hours, dramatically reducing the time between customer request and contractor dispatch.
Optimize Subcontractor Utilization
Balance workload evenly across your contractor network to prevent some from being overwhelmed while others sit idle. Fair distribution based on capacity and rotation rules maximizes billable hours for contractors and ensures you have available resources for new jobs.
Reduce Scheduling Conflicts
Real-time availability checking and automatic calendar updates prevent double-booking and over-commitment. The system sees the complete picture of each contractor's schedule, eliminating conflicts that result from manual coordination gaps and outdated information.
Ensure Compliance and Safety
Automatically verify that assigned contractors hold all required licenses, certifications, and insurance before they're dispatched. Eliminate the risk of sending unqualified contractors to jobs, protecting your company from liability and ensuring customer safety and satisfaction.
Improve Response Times for Emergencies
Emergency jobs get instantly routed to the closest available qualified contractor without waiting for manager availability. Automated priority handling and simultaneous notifications to multiple contractors ensure critical situations receive immediate attention, improving customer satisfaction and safety.
Enhance Contractor Satisfaction
Fair distribution of jobs based on transparent rules, consistent communication, and respect for availability preferences create better relationships with subcontractors. They receive clear job information upfront and have control over acceptance, leading to higher commitment and retention rates.
Frequently Asked Questions About This Automation
The system evaluates multiple criteria simultaneously: geographic proximity to the job site, required certifications and licenses, specialty skills needed for the specific work, current workload and capacity, availability calendar, past performance ratings, and predefined business rules like rotation schedules or preferred contractor lists. Each factor is weighted based on your priorities to ensure optimal matching.
Set Up Intelligent Assignment Rules in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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